《大行報告》美銀證券:渣打(02888.HK)上季稅前盈利高市場預期6% 聚焦明年業務增長
美銀證券發表研究報告,指渣打集團(02888.HK)第三季稅前純利9.96億美元,較市場預期高出6%;季度收入37.65億美元,亦勝市場預期。不過,今年末季收入指引較該行預期低出1億美元。季度成本26億美元,符預期,撥備溫和上升,貸款按年增8%,風險加權資產按季減少5%。美銀證券稱,9月底止渣打普通一級股權資充足率按季升至14.6%,高於預期30點子。
報告指出,公司沒有公布新的股份回購計劃,因應普通一級股權資充足率在14.6%,料有助派息增長,升渣打今年派息預期由12美仙升至14美仙。
美銀證券稱,渣打重申自2022年起收入增長目標區間在5%至7%,相信已屬保守,因公司對息口敏感度高,市場預期明年底起加息,而集團近日才開始重建對沖倉位。美銀證券認為,渣打短期盈利能力低,但減值損失已於2020年見頂,重申予渣打「買入」評級,目標價58港元。
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